Momentum Advanced Planning focuses on intergenerational wealth transfer and accumulation strategies for ultra-high net worth families and executives, both in the U.S. and internationally. At Momentum, Elizabeth seeks to not only mitigate risk, but to assess the nature of risk over time and across various planning strategies for established portfolios.
Elizabeth entered the financial services industry as part of a risk management team focused on wealth planning for executives, business owners, and families. Having the opportunity to work with a broad spectrum of clients, each with unique circumstances, she crafted her ability to analyze and then offer a tailor-made solution for clients at every stage of their journey.
She specializes in the design, evaluation, and implementation of various multi-generational wealth transfer structures utilizing life insurance solutions. Elizabeth utilizes a holistic analysis with a broad range of inputs to develop strategies specific to a client’s distinct circumstances and ensures that all aspects of planning have been considered.
In addition to holding multiple securities licenses, Elizabeth completed both a BA in Psychology, and a Masters in Licensed Clinical Social Work from the University of Texas. Balancing education and athletics, Elizabeth also played on the Longhorn women’s volleyball team.